Strategy Beyond Screening
Presenter: Connor Kasey, Director of DonorScape, GG+A
Year: 2019
Member Price: $0
Non-member Price: $39
Domains: Prospect Research, Relationship Management, Campaigns
P2P Predictive Analytics: Crystal Ball to Success
Presenters: Shana Masterson, Principal Strategy Consultant, Blackbaud
Alan Dix, Senior Solutions Manager, Blackbaud
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns
Prospect Management as a Change Agent
Presenters: Elizabeth Fennell, MA, Assistant Director, Prospect Management
City of Hope, Ryan Frank, Director, Prospect Management, National Public Radio
University of Denver
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management
Herding Cats: The Art of Prospect Management
Presenter: Ruthie Giles, Senior Researcher for Prospect Research
Mount Holyoke College
University of Denver
Year: 2018
Price: Members: $49, Non-Members: $79
Body of Knowledge Domains: Relationship Management
Control, Alt, Delete: Rebooting Portfolio Enthusiasm
Presenters: Laticia Vavasour, Susan Saraiva, Shannon Seeger, Prospect & Relationship Management Liaisons at UC San Diego
UC San Diego
Year: 2018
Body of Knowledge Domain: Relationship Management
Price: Members: $49, Non-Members: $79
Body of Knowledge
Price: Members: Free, Non-Members: $175
This comprehensive tool helps individuals and their managers identify growth opportunities and ensure they have the knowledge and resources needed to excel in their current positions or assume new responsibilities at their organizations.
Gamify Campaign Moves Management using Tableau
Presenter: Glen Kendell, President and CEO, Concourse Hosting, Haleh Kendell, Account Executive, Concourse Hosting
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Relationship Management, Data Analytics, Campaigns
Keeping It Fresh
Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence, Grenzebach Glier and Associates
Year: 2018
Price: Member Price: $0, Non-Member Price: $39
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns
The 3 Keys to More Confident Fundraising
Presenter: Jill McCarvill, VP Marketing, iWave & Jaime Donahue, Client Success Manager, iWave
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Relationship Management
Prospect Development Trends
Presenters: Jennifer MacCormack, University of Washington
Alison Sommers-Sayre, Princeton University
Jill Meister, University of New Hampshire
Moderator: Poonam Prasad, Giving Institute
Year: 2017
Price: Members & Nonmembers: FREE
Body of Knowledge Domains: Prospect Research, Relationship Mgmt.
Relationship Management Bundle 1
Price: Members: $205, Non-Members: $335
Download the Relationship Management Bundle 1 for five educational recordings that will give you a boost in portfolio management!
Feeding the Pipeline: Implementing a Proactive Referral Process
Presenter: Susie Schwartz, University of Arizona Foundation; Jason Shults, University of Arizona Foundation; & Sadie Slager, University of Arizona Foundation
Year: 2017
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment: Prospect Research 8; Relationship Management 6, 13; & Campaigns 4
Act Now: The Intentional Career Plan
Presenter: Lisa Howley, University of Southern California
Year: 2017
Price: Members: $49; Nonmembers: $79
Body of Knowledge Alignment: Campaigns 7, Relationship Management 13, Data Analytics 9
Get the Most out of Wealth Screening
Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence
Year: 2017
Price: Members: FREE; Non-Members: $39.00
Body of Knowledge Alignment:
Domains: Prospect Research 1, 2, 4, 5, 6, & 7; Relationship Management 6; Data Analytics 3
Competencies and Level: I
Collective Giving: Philanthropy as a Team Sport
Presenters: Elizabeth Roma, Assistant Director, Research, The Helen Brown Group & Angie Stapleton, Research Associate, The Helen Brown Group
Year: 2017
Price: Members: $49; Non-Members: $79
CFRE Credit: CFRE Continuing Education Points: 1 point
Body of Knowledge Alignment:
Domain: PR and RM
Research Findings on Wealth & Philanthropy in the United States
Presenters: Melissa Bank Stepno, Practice Manager Blackbaud & Mark Christensen, Marketing Manager Blackbaud
Year: 2017
Price: Members: FREE; Nonmembers: $39
CFRE Continuing Education Points: 1 point
Body of Knowledge: Prospect Research, Relationship Management, Data Analytics, Campaigns
Assessing Return on Investment for Modeling and Screening
Presenters: Kat Banakis, Senior Director, GG+A Analytics & Nikki Strothers, Assistant Director of Records, Stockton University
Year: 2016
Price: Members: FREE; Non-Members: $39
Body of Knowledge Domain and Competency: Prospect Research 1, 4 & 5; Relationship Management 3; Campaigns 6
Streamline & Accelerate Prospect Development Research
Speaker: James Batty, Director of Account Management, Intelligize
Year: 2016
Body of Knowledge Domain and Competency: Prospect Research 2, 4, 5, 9, & 10; Relationship Management 5; Data Analysis 1 & 9
Body of Knowledge Level: I
Price: Member: FREE Non-Member: $39
Promoting Prospect Intelligence with Supplemental Data Appends
Presenter: Connor Kasey, Director, DonorScape Prospect Intelligence, Grenzebach Glier and Associates
Year: 2016
Price: Members: FREE, Non-Members: $39
Body of Knowledge Domain: Prospect Research 1, 2, 4, 5, & 7; Relationship Management 1, 3, 6, & 8; Data Analytics 3, 4, 7, & 8, Campaigns 5
Inside Fundraiser Performance
Presenters: Jessica Balsam, Associate Director, Prospect Management, University of Washington; Halbe Dougherty-Wood, Director for Advancement for Computer Science & Engineering, University of Washington
Year: 2016
Price: Member: $49 Non-Member: $79
Body of Knowledge Domain and Competencies: Relation
The Value of Predictive Analytics
Presenter: Connor Kasey, Consultant, Analytics, Grenzebach Glier and Associates
Year: 2015
Price: Members: FREE, Non-Members: $49
Body of Knowledge Domains: Prospect Research, Relationship Management, Data Analytics, Campaigns
Conducting a Portfolio Scrub
Presenter: Kat Banakis, GG&A and Laura DiVincenzo, University of Delaware
Year: 2015
Price: Members: FREE, Non-Members: $39
Body of Knowledge Domain:Prospect Research, Relationship Management, Data Analytics, Campaigns
Equal Partners: Together at the Strategy Roundtable
Presenter: Alexandra Bradspies, Arizona Health Sciences Center, University of Arizona
Presenter: Sarah Grace McIlveen, OHSU Foundation
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management
Say What? Communicating For Results
Presenter: Krista M. Gallagher Colt, Luther Seminary
Presenter: Katherine Steffen, Luther Seminary
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Relationship Management
Research Stages: Hold the Profile
Presenter: Sarah McCarthy, Ivey Business School
Presenter: Tracey J. Church, Tracey Church & Associates Research & Consulting Services
Year: 2015
Price: Members $49, Non-Member: $79
Body of Knowledge Alignment: Prospect Research, Relationship Management
From New Acquaintances to VIPs
Presenter: Mary Kathryn Nunes, Target Analytics
Year: 2015
Price: Members: FREE; Non-members price: $39.00
Body of Knowledge Domain: Prospect Research; Relationship Management; Data Analytics
Strategic Partnerships with Gift Planning
Presenter: Christopher A. Hubert & Jason Chestnutt, University of Virginia
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Portfolio Management
Presenter: Bill Mitchell & James E. Eichinger, University of Rochester
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Strategies for Managing Prospect Data
Presenter: Chris Brakenbury, Ohio State University
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Four Ways to Streamline Prospect Development
Presenter: Bond Lammey, Bentz Whaley Flessner
Year: 2014
Price: Members: FREE, Non-Members: $39
Body of Knowledge Alignment:Domain: Prospect Research, Relationship Management and Data Analytics
A Decade of Supporting Open Cultivation
Presenter: Susan Hayes- McQueen & Jessica Balsam, University of Washington
Year: 2014
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Training Perspectives: Newbie to Seasoned Researcher
Presenters: Jessica Jimenez, University of Texas at Austin; Leslie Kim Romoli, University of Texas at Austin
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management
Dynamic Portfolios: A Research Perspective
Presenter: Andillon Hackney, University of California- San Diego
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Access People, Advance Major Gifts
Presenter: Gil Israeli, American Technion Society
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management
Partnerships to Identify and Engage Prospects
Presenters: Krista M. Gallagher Colt, Luther Seminary; Katherine Steffen, Luther Seminary
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Prospect Research
Guiding Prospect Management to Success
Presenter: Jack Miller, Miller Group Worldwide LLC
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Prospect Research
Physician-Driven Prospect Discovery
Presenters: Lisa Howley, Johns Hopkins Institutions; Michael Zini, Johns Hopkins Medicine
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research and Relationship Management
Deciphering the Information: A Case Study
Presenter: Tanya Ford, Taylor University
Year: 2013
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Data Analytics
Creating Effective Leadership Gift Strategies
Presenter: Diane Crane, Spears School of Business, Oklahoma State University Foundation
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management
Research-Driven Prospect Portfolios
Presenters: Briana Cons & Sandra Campero, Arizona State University
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Relationship Management and Data Analytics
Qualifying Cold Prospects: A Case Study
Presenters: Dan Lowman, Grenzebach Glier and Associates; Amy New, University of North Texas
Year: 2011
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:Domain: Prospect Research
Building the Pipeline Without History
Presenters: Dori Cavala & Brian Wenke, American Cancer Society, California Division
Year: 2010
Price: Members: $49, Non-Members: $79
Body of Knowledge Alignment:
Domain: Prospect Research
